Solving The Health Insurance Conundrum for Early Retirees
Deb and Tom are 62. They’ve worked and saved diligently for four decades, their retirement portfolio says they can retire, and they’re ready to be done. What’s stopping them? Three […]
Put Your Financial House in Order
“Hey, where are the car keys?” A shiver goes down my spine when I hear those words. There’s nothing worse than spending precious time scouring the house for a covert […]
Saving for the Future: Trump Accounts – What to Know Before Opening One for a Child
In 2025, a new savings account was born. “Trump Accounts” are a type of Individual Retirement Account (IRA) specifically for children under age 18 on December 31 of the year […]
Shaffer Wealth Advisors Chose the Milk Can
When Dave Shaffer and his father Lee decided to rebrand their practice to Shaffer Wealth Advisors, they had a big decision to make: What should the new logo be? This […]
The Spring Real Estate Market in Lancaster, PA
A Turning Market The last weekend in March. A house in Lititz. What happened next could only mean one thing: spring is coming. Multiple clients of mine requested showings throughout […]
The Furnace That Nobody Thought About
What a December breakdown in a Lititz rowhouse taught one Lancaster family and what itmeans for the rest of us. It was the third week of December when Carol noticed […]